Finance and insurance

The finance and insurance sector covers businesses such as banks and credit unions, superannuation and insurance providers, investment management, stockbroking and securities firms. Those in the sector may also work independently as consultants or brokers and provide a range of services for both businesses and individual clients. It's a fluid and vibrant sector that requires knowledge of an ever changing market. It’s a fast paced work environment with daily risks and challenges.

Businesses in this industry are both public and private, and can be small through to large, multinational companies.

Typical jobs:

  • Mortgage broker

  • Bank teller

  • Accountant

  • Financial investment adviser

  • Insurance broker

  • Financial analyst

  • Economist

  • Asset manager

Would it suit me?

The industry could suit you if you:

  • Like helping people with their finances or business or insurance

  • Are very organised and time efficient

  • Are good at budgeting and working with numbers

  • Are good at forecasting trends and analysing

  • Are good at communicating with clients from different backgrounds

  • Like solving problems

  • Are good at sales and negotiating.

How do I get into the industry?

Some of the most popular courses in this industry include:

  • Certificate III in Financial Services

  • Certificate IV in Accounting and Bookkeeping

  • Diploma of Quality Auditing

  • Certificate IV in Finance and Mortgage Broking

  • Diploma of Accounting


Speak to your school to find out more.


  • Skills


  • Finance and insurance

Business Unit:

  • Training Services NSW
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